Retirement Planning

Displaying 7980 results
RETIREMENT RETIREMENT PLANNING APR 10, 2017
BlackRock sued for alleged self-dealing in its 401(k) plan

The plaintiff takes issue with a so-called "layering scheme" in BlackRock's fund structure, whereby a fund's underlying proprietary investments charge additional fees that "cannibalize" returns for employees.

RETIREMENT RETIREMENT PLANNING APR 10, 2017
Social Security update for same-sex couples

Claiming rules have evolved since 2015 Supreme Court decision.

RETIREMENT RETIREMENT PLANNING APR 07, 2017
How you can reduce what you spend on tax preparation this year

Credit Karma tries to break into the business with a $0 product.

RETIREMENT RETIREMENT PLANNING APR 07, 2017
Here's where millennials lag behind their baby boomer parents

Millennials are less likely to be married, living with children or own a home than their parents were at their age.

RETIREMENT RETIREMENT PLANNING APR 07, 2017
3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers

RETIREMENT RETIREMENT PLANNING APR 06, 2017
Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark

The lawsuit is the first among similar cases to proceed to hearings on summary judgment, and may be telling as to how future judges rule.

RETIREMENT RETIREMENT PLANNING APR 06, 2017
How criminals trick people out of their life savings

A fraud investigator shares tales from the dark side of human nature.

RETIREMENT RETIREMENT PLANNING APR 06, 2017
Senate, House introduce bills mandating lifetime income disclosures for 401(k) plans

The bills are similar to ones introduced in the previous Congress, but failed to pass commitee.

RETIREMENT RETIREMENT PLANNING APR 05, 2017
'Retirement Rip-Off Counter' underscores impact of Department of Labor's fiduciary rule delay

RETIREMENT RETIREMENT PLANNING APR 03, 2017
How to spot fake answers from Social Security Administration reps

Use these cheat sheets about rule changes to help clients claim benefits.

RETIREMENT RETIREMENT PLANNING APR 02, 2017
Advisers must protect elderly from financial fraud

The financial abuse of older people is on the rise.

RETIREMENT RETIREMENT PLANNING MAR 31, 2017
Reverse mortgages have an image problem

Older people generally overlook or are unwilling to consider home equity as a retirement asset.

RETIREMENT RETIREMENT PLANNING MAR 31, 2017
Fidelity follows Empower in launching TDF-managed account hybrid

It's likely other record keepers will introduce similar services, which mark an evolution among default investing in 401(k) plans.

RETIREMENT RETIREMENT PLANNING MAR 30, 2017
MassMutual to level 401(k) fees for its brokers

The business changes eliminate variability in 401(k) fees and reduce the appearance of any conflicts of interest.

RETIREMENT RETIREMENT PLANNING MAR 30, 2017
Senate votes to kill city auto-IRA rules

The Obama-era regulations will likely be scrapped by President Trump, whose administration has already taken a stance against them.

RETIREMENT RETIREMENT PLANNING MAR 30, 2017
New IRS rules allow a risky, 'silent' protest of the Affordable Care Act

Americans have reasons to think they might get away with not paying what they owe.

RETIREMENT RETIREMENT PLANNING MAR 29, 2017
10 ways to put extra cash to work to bolster your finances

Certified financial planners offer practical suggestions for using excess cash to get in better financial shape.

RETIREMENT OPINION MAR 29, 2017
Pooled employer plans set to dominate small 401(k) market

RETIREMENT RETIREMENT PLANNING MAR 28, 2017
Record keeper Empower jumps into HSA market, as Fidelity expands

Some view an enhanced participant experience as the "next battleground" for retirement plan record keepers.

Hiring freeze and budget cuts impact Social Security claims
RETIREMENT RETIREMENT PLANNING MAR 27, 2017
Hiring freeze and budget cuts impact Social Security claims

Despite longer waits and declining service, checks are safe - for now.